RIAs: $100M – $500M AUM
7,766 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Investors Portfolio Services LLC
RIAPuyallup, WA
AUM $239MTEAM 3REPS 3
Mosaic Wealth Management, L.L.C.
RIAAUM $239MTEAM 2REPS 1
Total Wealth Planning And Management, Inc.
RIAAUM $239MTEAM 8REPS 9
CPR Investments Inc
RIARochester, MI
AUM $239MTEAM 24REPS 25
Rock Hill Capital
RIAHouston, TX
AUM $239MTEAM 4REPS 2
Ganim Private Wealth
RIAShelton, CT
AUM $239MTEAM 4REPS 6
Ninth Eternity Asset Management LLC
RIANew York, NY
AUM $239MTEAM 5REPS 3
Westhampton Capital
RIAWinston Salem, NC
AUM $239MTEAM 4REPS 4
Prossimo Advisors LLC
RIASan Luis Obispo, CA
AUM $239MTEAM 4REPS 4
Smith Bruer
RIATallahassee, FL
AUM $238MTEAM 6REPS 6
Waterwheel Capital Management
RIAAthens
AUM $238MTEAM 2REPS 2
Goalfusion Wealth Management
RIAAUM $238MTEAM 5REPS 3
R.H. Investment Group, LLC
RIAScottsdale, AZ
AUM $238MTEAM 2REPS 1
JM2 Capital Inc.
RIAEdmond, OK
AUM $238MTEAM 8REPS 3
Acute Investment Advisory
RIAMesa, AZ
AUM $238MTEAM 4REPS 4
Perella Weinberg Partners Capital Management LP
RIANew York, NY
AUM $238MTEAM 7REPS 2
Strategic Wealth Capital
RIASan Francisco, CA
AUM $238MTEAM 5REPS 3
PF Advisors
RIAChadds Ford, PA
AUM $238MTEAM 1REPS 1
Sequoia Wealth Management Group
RIAAUM $238MTEAM 3REPS 1
Covalence Investment Partners, L.P.
RIAHouston, TX
AUM $238MTEAM 7REPS 3
Broadmark Asset Management LLC
RIADallas, TX
AUM $238MTEAM 3REPS 6
Goldenstone Wealth Management
RIAEl Dorado Hills, CA
AUM $238MTEAM 2REPS 2
Sector Analysts LLC
RIAAllentown, PA
AUM $238MTEAM 4REPS 2
Graphene Capital Management LP
RIANew York, NY
AUM $238MTEAM 9REPS 3
Other AUM ranges
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